Estate Planning and Asset Protection

Estate Planning and Asset Protection

Estate planning is more than just having a Will. Considerations for estate planning include understanding the family circumstances, where assets are held and in what legal entity. We can untangle ownership and coordinate the necessary Wills, testamentary trusts, memorandum of wishes, powers of attorney, appointment of guardians and advanced health care directives. Our estate planning practices have been tested in the courts so our clients can be confident that the transition of assets is highly tax effective, flexible and protects their desired beneficiaries. This provides comfort to both our client and the beneficiaries of their estates and minimises the risk of litigation.

We are often asked by the appointed Executors and Trustees to facilitate the smooth administration and finalisation of an estate so that it is carried out in accordance with the wishes of the deceased, with minimum stress.